BOULDER COUNTY ESTATE PLANNING COUNCIL

 Please join BCEPC for our upcoming seminar:
 

Managing Risks with Succession Planning
Business, Personal, Financial, and Legal Considerations

This insightful, advisor-led session explores how business succession planning mitigates risk and enhances continuity across four critical domains: business, personal, financial, and legal. Designed for small business owners and professionals, the presentation highlights the need for proactive, coordinated planning to preserve lifestyle, value, and legacy.

Presenters: 

Dan Bowdey, MBA, CEPA®, CVB™, Focal Point Business Coaching & Training

Dan originally was an in-house consultant for continuous improvement at Eastman Kodak. He later acquired 50% of Boulder Steel, Inc. and a minor share in Leed Fabrication, Inc. He grew both companies from 7 to 8 figures before selling, one to a partner, the other to private equity.

Dan provides No Regrets Business Transition Planning® to successful, established business owners. He assesses personal, financial, and business readiness and the current value and advises on the pros and cons of exit options. Each plan has three parallel paths: value enhancement acceleration to influence the multiple that a buyer will pay, preparing for a transition to another owner well in advance, and developing a passion for their life’s endgame.

Dan coordinates the efforts of his client’s team of advisors to be congruent on matters of wealth management, finances, value appraisal, trusts & estates, charitable giving, buy-sell agreements, legal transactions, deal structure, and tax planning.

Robert J. Pyle, CFP®, CFA, AEP®, CEPA®, Diversified Asset Management, Inc.

Rob has run Diversified Asset Management, Inc. for 29 years, and he has helped over 170 clients prepare for and plan for a successful retirement.

Robert has earned the CFP® (Certified Financial Planner Designation) and the CFA (Chartered Financial Analyst Designation), the AEP® (Accredited Estate Planner designation), and the CEPA® (Certified Exit Planner).

He does wealth management, but what he is known for more than anything is helping small business owners transition to retirement without ever sacrificing the lifestyle they’ve worked so hard to build.

Robert received an MBA in finance from the University of Colorado Boulder and an M.S. and B.S. degree in meteorology from Pennsylvania State University.

Jodi Martin, J.D., Martin Law Office, LLC

Jodi Martin is the founding attorney at Martin Law Office LLC, a client-centered law firm focusing on meeting the legal needs of a diverse client base in the areas of Estate Planning, Probate and Estate Administration, Probate and Estate Litigation, LGBTQ legal matters, and succession planning for solo attorneys. Jodi has over 28 years of legal experience, including extensive trial litigation and appellate experience, and is admitted to practice in Colorado and Oklahoma, as well as several federal district and appellate courts, including the U.S. Supreme Court.

Jodi is active in the Boulder community, as well as the broader Colorado community, to include currently serving on the Boulder County Bar Association’s Board of Directors as the incoming Board President. Jodi is a frequent presenter for various organizations and bar associations on topics such as estate planning and administration, technology, LGBTQ legal matters, and attorney succession planning. 

Check-in and networking will start at 11:15 a.m., with the buffet open for lunch by 11:30. The business meeting will commence at 11:45, just before the 12:00 start time for the speakers.

This seminar is open to guests, so please invite a colleague or client to join you.  You can add your guest when you register.